Beyond Bulls & Bears

Are We at the Inflection Point of Climate Change Investing?
Perspectives

Are We at the Inflection Point of Climate Change Investing?

The rise of environmental, social and governance (ESG) investing is nothing short of extraordinary, according to Yu Meng, Chair of Asia Pacific at Franklin Templeton. As we are constantly reminded by extreme climate change events, he says urgent actions are required from all of parts of society and the economy, including the financial markets. In this excerpt from his recent article, “Are we at the inflection point of climate investing?” in the Journal of Investment Management, Meng explores whether climate change investing is at an inflection point.

The Value of Being Actively and Constructively Engaged
Equity

The Value of Being Actively and Constructively Engaged

Robust engagement with company management can be key in sparking catalysts that unlock shareholder value and potentially lead to better returns over the longer term, according to Franklin Mutual Series Environmental, Social and Governance (ESG) Ambassador Tim Rankin.

Quick Thoughts: Are You Pricing in Water Risk?
Alternatives

Quick Thoughts: Are You Pricing in Water Risk?

Our Chief Market Strategist, Stephen Dover, believes that water risk is global now—devastating floods, unseasonal hurricanes, droughts, megafires, and more demonstrate this. The economic implications of risks related to water are significant and should be considered when investing.

PODCAST: Consumer Clout Driving ESG Efforts
Multi-Asset

PODCAST: Consumer Clout Driving ESG Efforts

Franklin Equity Group's Sara Araghi, Martin Currie's Zehrid Osmani and Western Asset's Bonnie Wongtrakool speak with Franklin Templeton Chief Market Strategist Stephen Dover about how consumers are more in control than ever before, putting companies and brands under the microscope when it comes to environmental, social and governance factors.

Climate Change Sectors Heat Up
Equity

Climate Change Sectors Heat Up

Templeton Global Equity Group peels back the multiple layers of the investible climate change universe, and considers how companies can contribute to reducing carbon emissions on a global scale.

PODCAST: Pandemic Lessons Learned: ESG Strategies for a Sustainable Recovery
Alternatives

PODCAST: Pandemic Lessons Learned: ESG Strategies for a Sustainable Recovery

Our latest "Talking Markets" podcast examines post-pandemic shifts in priorities and behaviors for companies and investors using environmental, social, and corporate governance strategies.

Getting Ready for EU SFDR: Impact of Sustainable Finance Disclosure Regulation
Alternatives

Getting Ready for EU SFDR: Impact of Sustainable Finance Disclosure Regulation

We recently assembled a panel to discuss the European Union’s Sustainable Finance Disclosure Regulation, which represents part of a plan to reorient capital towards a more sustainable economy, to mainstream sustainability into risk management, and foster transparency. Here, we share highlights from the panel.

ESG Will Define the Post-COVID Era
Fixed Income

ESG Will Define the Post-COVID Era

“As we flip the calendar to 2021, we are getting closer to a point at which the economic shocks of the past year become prologue for the economic stories ahead. We anticipate being constructive in a number of regions as the world transitions toward a post-COVID era." - Michael Hasenstab, Executive Vice President, Portfolio Manager Chief Investment Officer, Templeton Global Macro.

PODCAST: ESG Investing: What to Expect in 2021 and Beyond
Perspectives

PODCAST: ESG Investing: What to Expect in 2021 and Beyond

Julie Moret, our global Head of Environmental, Social and Governance (ESG), speaks with AssetTV’s Jenna Dagenhart about the ways the COVID-19 pandemic has affected ESG investing, and what these shifts could mean in 2021 and beyond.

Water Disruption: Investment Risk from Multiple Angles
Perspectives

Water Disruption: Investment Risk from Multiple Angles

Water itself isn’t just an economic policy issue and risk arising from population growth and climate change. Water is impacting the day-to-day operations of investee companies and how they are thinking through their own business models and business risk.

Notes from the Trading Desk
Equity

Notes from the Trading Desk

The US presidential election remains a key investor focus in Europe. Democratic nominee Joe Biden continues to lead in the polls; however, President Donald Trump’s comeback in the 2016 election proves that there is still scope for uncertainty over the final result. There is also risk of a contested result, which would imply prolonged equity market uncertainty.

Green Bonds Growing in Europe
Fixed Income

Green Bonds Growing in Europe

Growing concerns about climate change have caused an explosion in “green” bonds amongst environmentally conscious investors. David Zahn, our Head of European Fixed Income, highlights some exciting developments in the green bond market, including new issuance from Germany.